Orange County Bancorp, Inc.
OBT- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0001754226
In the last 90 days, Orange County Bancorp, Inc. insiders filed 0 open-market purchases and 2 sales; 111 institutions reported holding it in 13F filings for Q2 2026, worth $265.4M in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in Orange County Bancorp, Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 36
- +7 vs. Q4 2022
- Shares held
- 2.34M
- +12.7K (+0.5%) vs. Q4 2022
- Total value
- $103.0M
- −$5.33M (−4.9%) vs. Q4 2022
- New holders
- 10
- 16 more added
- Sold out
- 3
- 4 more reduced
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting OBT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 111 | $265.4M |
| Q1 2026 | 104 | $229.9M |
| Q4 2025 | 95 | $208.1M |
| Q3 2025 | 94 | $184.5M |
| Q2 2025 | 95 | $188.7M |
| Q1 2025 | 72 | $121.3M |
| Q4 2024 | 65 | $142.3M |
| Q3 2024 | 58 | $152.2M |
| Q2 2024 | 54 | $131.4M |
| Q1 2024 | 51 | $115.3M |
| Q4 2023 | 52 | $147.8M |
| Q3 2023 | 52 | $109.0M |
| Q2 2023 | 44 | $89.9M |
| Q1 2023 | 36 | $103.0M |
| Q4 2022 | 29 | $108.4M |
| Q3 2022 | 24 | $89.3M |
| Q2 2022 | 22 | $85.6M |
| Q1 2022 | 21 | $89.2M |
| Q4 2021 | 19 | $89.5M |
| Q3 2021 | 25 | $78.9M |
| Q2 2021 | 2 | $29.7M |
| Q1 2021 | 2 | $26.8M |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Orange County Bancorp, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 30 | $1.32K | 0.00% | +1+3.4% | Added |
| FMR LLC | 57 | $2.50K | 0.00% | +9+18.8% | Added |
| Lazard Asset Management LLC | 363 | $15.0K | 0.00% | +363 | New |
| Tower Research Capital LLC (TRC) | 578 | $26.0K | 0.00% | +578 | New |
| Acadian Asset Management LLC | 614 | $27.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3,600 | $158.0K | 0.00% | +3,600 | New |
| UBS Group AG | 3,668 | $161.4K | 0.00% | +2,054+127.3% | Added |
| Citigroup Inc | 3,885 | $170.9K | 0.00% | +1,550+66.4% | Added |
| Royal Bank of Canada | 4,000 | $176.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 4,055 | $178.4K | 0.00% | +3,649+898.8% | Added |
| Bleakley Financial Group, LLC | 5,000 | $220.0K | 0.01% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 5,000 | $220.0K | 0.01% | +5,000 | New |
| Goldman Sachs Group Inc | 6,333 | $278.7K | 0.00% | +6,333 | New |
| Northern Trust Corp | 8,231 | $362.2K | 0.00% | +2,307+38.9% | Added |
| Qube Research & Technologies Ltd | 8,926 | $392.7K | 0.00% | +3,268+57.8% | Added |
| Jane Street Group, LLC | 9,350 | $411.4K | 0.00% | +9,350 | New |
| Bank of New York Mellon Corp | 9,749 | $428.9K | 0.00% | +78+0.8% | Added |
| HRT Financial LP | 11,485 | $505.0K | 0.01% | +11,485 | New |
| NorthCrest Asset Manangement, LLC | 12,029 | $529.3K | 0.02% | +12,029 | New |
| Coombe, Bender & Co LLC | 12,930 | $568.9K | 0.45% | +1,200+10.2% | Added |
| Eagle Ridge Investment Management | 14,200 | $624.8K | 0.07% | 00.0% | Unchanged |
| Bank of Montreal | 12,149 | $641.6K | 0.00% | +12,149 | New |
| Morgan Stanley | 14,662 | $645.1K | 0.00% | +7,569+106.7% | Added |
| Keybank National Association | 17,500 | $770.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 22,836 | $1.00M | 0.00% | +22,836 | New |
| Advisor Group Holdings, Inc. | 25,650 | $1.13M | 0.00% | +125+0.5% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 25,959 | $1.14M | 0.73% | 00.0% | Unchanged |
| BlackRock Inc. | 37,615 | $1.66M | 0.00% | +726+2.0% | Added |
| Geode Capital Management, LLC | 39,428 | $1.73M | 0.00% | +6,280+18.9% | Added |
| Millennium Management LLC | 45,540 | $2.00M | 0.00% | +39,982+719.4% | Added |
| Manufacturers Life Insurance Company, The | 122,699 | $5.40M | 0.00% | −8,210−6.3% | Reduced |
| Vanguard Group Inc | 165,505 | $7.28M | 0.00% | +3,429+2.1% | Added |
| Alliancebernstein L.P. | 230,746 | $10.2M | 0.00% | −13,500−5.5% | Reduced |
| Wellington Management Group LLP | 360,817 | $15.9M | 0.00% | −417−0.1% | Reduced |
| Banc Funds Co LLC | 479,306 | $21.1M | 2.25% | −8,763−1.8% | Reduced |
| Hudson Valley Investment Advisors Inc | 614,762 | $27.0M | 3.78% | +3,779+0.6% | Added |
| M3F, Inc. | 0 | $0 | 0.00% | −80,866−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −5,251−100.0% | Sold out |